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By Staff Writer |
August 1, 2005
Alex Motola, manager since December 2000 inception. S&P Rank: 5 Stars Three-Prong Approach Yields 5 Stars
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By Staff Writer |
January 1, 2005
With nearly 800 employees, a $672 million market capitalization, and a stock that trades at 4.4 times its trailing 12-month revenues, Advent Software is by...
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By Staff Writer |
December 15, 2003
SAN FRANCISCO (HedgeWorld.com)--Stephanie DiMarco was named the permanent chief executive officer of Advent Software, after holding the position on an interim basis since May 2003. Ms....
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By James J. Green, AdvisorOne |
August 1, 2003
Once upon a time, using portfolio management software (PMS) was a simple process in many ways. You had only a few options for software, the...
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By Staff Writer |
April 1, 2003
Events in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...
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By Staff Writer |
January 1, 2003
Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...
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By Staff Writer |
November 1, 2002
A new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...
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By Melanie Waddell, AdvisorOne |
October 1, 2002
The stock market's instability, coupled with corporate accounting scandals, have caused investors' confidence to drop to an all-time low. But independent investment advisors have become...
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By Staff Writer |
July 1, 2002
Who could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...
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By Staff Writer |
August 1, 2001
Portfolio management software is making advisors'